• find-skills by vercel-labs

  … · Fetch at run · View on Skillselion

• handoff by mattpocock

  … · Fetch at run · View on Skillselion

Paste the prompt into Grok Bot. This is not one-click OAuth and nothing is installed on this site.

# Grok Bot Teams installer

Set up a team for me called Customer success team. Create the named Bots, then the group chat, then save the routines.
Ask me only for things you cannot see. Do not start OAuth. If a connector is missing, tell me to connect it in Settings, then Plugins.

From https://botteams.ai (customer-success). Source: https://github.com/ellelion/botteams.

## 1. Create these Bots

Create each Bot below. Use the names exactly, including any prefix. After create, set Name, Title, and Description on the profile, then tell me to set the avatar.
A Bot is a single persistent, named agent. Conversation is the task; Title is the one-line job; Description holds durable rules and approvals.

### Customer success · Health Grok Bot
(Named "Success · Health" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Stripe, HubSpot

Job:
Watches account health signals and failed Stripe charges that affect a customer. Alerts only. Does not refund. No site ops.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Customer success · Health Grok Bot
- Title: Watches account health signals and failed Stripe charges that affect a customer.
- Description: Watches account health signals and failed Stripe charges that affect a customer. Alerts only. Does not refund. No site ops. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Customer success · Inbox Grok Bot
(Named "Success · Inbox" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail, Zendesk

Job:
Triages customer-success mail. Sorts. Never sends.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Customer success · Inbox Grok Bot
- Title: Triages customer-success mail.
- Description: Triages customer-success mail. Sorts. Never sends. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Customer success · Renewals Grok Bot
(Named "Success · Renewals" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar, HubSpot

Job:
Tracks upcoming renewals on Calendar. Drafts renewal notes. Never sends.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Customer success · Renewals Grok Bot
- Title: Tracks upcoming renewals on Calendar.
- Description: Tracks upcoming renewals on Calendar. Drafts renewal notes. Never sends. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Customer success · QBR Grok Bot
(Named "Success · QBR" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar, Gong

Job:
Drafts QBR notes from Calendar.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Customer success · QBR Grok Bot
- Title: Drafts QBR notes from Calendar.
- Description: Drafts QBR notes from Calendar. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Customer success · Follow-ups Grok Bot
(Named "Success · Follow-ups" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail

Job:
Drafts follow-ups for open success threads. Never sends.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Customer success · Follow-ups Grok Bot
- Title: Drafts follow-ups for open success threads.
- Description: Drafts follow-ups for open success threads. Never sends. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Customer success · Recap Grok Bot
(Named "Success · Recap" in the published recipe.)
Create this Bot. Use the name exactly.
No team connectors assigned to this Bot.

Job:
Writes the success recap. Health alerts, renewals, drafts waiting on a human.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Customer success · Recap Grok Bot
- Title: Writes the success recap.
- Description: Writes the success recap. Health alerts, renewals, drafts waiting on a human. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

## 2. Create this group chat

Open a group chat with two to six of the Bots above. Do not add more than six.

### Success desk group chat
Members (6, two to six Bots): Customer success · Health Grok Bot, Customer success · Inbox Grok Bot, Customer success · Renewals Grok Bot, Customer success · QBR Grok Bot, Customer success · Follow-ups Grok Bot, Customer success · Recap Grok Bot

## 3. Sidebar section

You cannot create sidebar sections. When the Bots and group chat exist, tell me to Move to, then New section.
I will name that section exactly: Customer success.
Ask me to move the group chat and Bots into it.

## 4. Routines (confirm card required)

Ping each owner Bot with the routine they own so they can save it.
A routine is owned by one Bot, and one Bot can own up to 50 of them. A confirm card will appear. I will confirm each one.
Do not assume a routine is saved until I confirm.

### Health notes
Owner Bot: Customer success · Health Grok Bot
Schedule: Every Friday at 11:00

Prompt to save (I will confirm the card):
Report health alerts and failed charges that affect customers. Do not refund. No site ops.

### Renewal drafts
Owner Bot: Customer success · Renewals Grok Bot
Schedule: Every Friday at 15:00

Prompt to save (I will confirm the card):
Draft notes for renewals in the next 14 days. Never send.

### Success recap
Owner Bot: Customer success · Recap Grok Bot
Schedule: Every weekday at 16:30

Prompt to save (I will confirm the card):
Recap health, renewals, and drafts waiting on a human send.

## 5. Connectors and how far they go

Connectors are account-wide. They must already be connected.
If any are missing, tell me to connect them in Settings, then Plugins, first.
Do not walk an OAuth flow from this prompt.
Every Bot on this account can reach every connected tool. The lists above are which Bot is expected to use which, not a second OAuth and not a boundary.

- Gmail: Draft. Use Gmail for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Calendar: Draft. Use Calendar for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Stripe: Read. Use Stripe read-only. Read and summarise it. Do not create, edit, send, move, or delete anything in Stripe.
- Zendesk: Ask before send. Use Zendesk only after a human says yes in the chat. State exactly what you are about to do, wait for the reply, then act.
- HubSpot: Ask before send. Use HubSpot only after a human says yes in the chat. State exactly what you are about to do, wait for the reply, then act.
- Gong: Draft. Use Gong for drafts only. Leave every draft unsent and every change unsaved so a human can review it.

Human: the lines above are instructions, not permissions. In Grok Bot open Settings, then Plugins, and disable the write tools for Gmail, Calendar, Stripe, Gong. That switch is account-wide and it is the only one that actually stops a write.

## 6. Skills

Skills live under Settings → Plugins → Yours, and they are per Bot. Enable the ones listed here for the named Bots. Reference a skill with /.
You cannot flip the human Notifications toggle. Tell me to leave Settings → “Get notified when this Bot finishes or needs input” on.
Do not pin or hide a Bot unless I say so. Hide does not pause routines.
Sidebar sections are human-only: tell me to Move to → New section. A group chat holds two to six Bots. An account holds 50 Bots and group chats combined. One Bot can own 50 routines. Confirm cards stay on me.
If a workflow should be demonstrated later, mention Teach a task after the first success (browser workflows).

Connect the Skillselion connector first if any skill below is Fetch at run (Settings → Plugins). Do not start OAuth from this prompt.

### find-skills
https://skillselion.com/skills/vercel-labs/skills/find-skills
Creator: vercel-labs
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:vercel-labs/skills#find-skills`. Connect Skillselion in Settings → Plugins first.

### handoff
https://skillselion.com/skills/mattpocock/skills/handoff
Creator: mattpocock
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#handoff`. Connect Skillselion in Settings → Plugins first.


## 7. Also

Standing instructions for every Bot on this team:

- Never send to a customer without a human yes.
- Never promise a date engineering has not agreed.

## Done when

- Named Bots exist
- Named group chat exists ("Success desk group chat", two to six Bots)
- I have created section "Customer success"
- Each routine has a confirmed save (or I declined)
- Connectors listed above are already connected

Uninstall: delete the Bots and group chats in the Grok Bot sidebar.
There is no remote uninstall from this catalog.